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Late News
Apple Anticipating Strong iPhone 13 Demand
Apple upped its iPhone production plan and is now expected to produce 243m phones vs, the previous plan of 238m. iPhone 13 focus on camera, mmWave, flat price, Pro. ProMax up 55% Y/Y. Risks are component shortage on supply side and typical December demand slump
Apple Anticipating Strong iPhone 13 Demand
Apple upped its iPhone production plan and is now expected to produce 243m phones vs, the previous plan of 238m. iPhone 13 focus on camera, mmWave, flat price, Pro. ProMax up 55% Y/Y. Risks are component shortage on supply side and typical December demand slump
- Q121 55m up 45%
- Q221 43m down 3%
- Q321 57m up 25%, w/iPhone 13 beginning in August
- Q421 88m down 6% due to DDIC shortage
The iPhone Pro Series will use LTPO and all model are adopting Y-OCTA. Since Y-OCTA uses four extra masks and LTPO ~7 extra masks, capacity could tighten for SDC. The Pro Max and Pro series will have larger camera sensors, 7p lens and a sensor shift. New LCD models (Sharp) to have iPhone 11 cameras, no face ID and a possible side finger-print reader.
Apple’s typical low Q2 volume and Xiaomi strong showing pushed Xiaomi into the #2 position in smartphone shipments, according to early results from Canalys.
Apple’s typical low Q2 volume and Xiaomi strong showing pushed Xiaomi into the #2 position in smartphone shipments, according to early results from Canalys.
BOE supplied ~3m panels in 2020 and is expected to supply ~5m in 2021.
